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Holistic Planning’s iShares Core High Dividend ETF HDV Stock Holding History

Holistic Planning’s Portfolio HDV Stock Details HDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,603
Closed -$287K – 159
2024
Q2 		$287K Hold
2,603
– – 0.22% 87
2024
Q1 		$287K Buy
2,603
+42
+2% +$4.63K 0.22% 87
2023
Q4 		$261K Buy
+2,561
New +$261K 0.22% 94